Stock Taper

UNISON ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nu Holdings Ltd.NU1.55M$20.72M
On Holding AGONON148.37K$5.26M
O'Reilly Automotive, Inc.ORLY82.54K$7.6M
Alphabet Inc.GOOGL71.9K$25.69M
Bank of America CorporationBAC68.22K$3.89M
Wells Fargo & CompanyWFC55.13K$4.56M
CDW CorporationCDW50.75K$7.14M
American Express CompanyAXP48.78K$16.5M
Berkshire Hathaway Inc.BRK-B48.19K$24.11M
JPMorgan Chase & Co.JPM40.42K$13.23M
Meta Platforms, Inc.META39.37K$22.17M
Microsoft CorporationMSFT35.42K$13.21M
Visa Inc.V32.68K$11.21M
Lowe's Companies, Inc.LOW32.26K$7.11M
Booking Holdings Inc.BKNG31.66K$5.64M
Elevance Health Inc.ELV29.18K$11.28M
Taiwan Semiconductor Manufacturing Company LimitedTSM27.18K$12.98M
Apple Inc.AAPL22.53K$6.52M
UnitedHealth Group IncorporatedUNH21.42K$8.9M
Adobe Inc.ADBE21.24K$4.35M